Achieving your financial dreams requires more than just a first class investment offering. With a comprehensive Wealth Planning service, you can structure your financial affairs more effectively to help achieve your goals.
Planning for your family’s future
Wealth planning services
Planning for your family’s future
Meeting your family’s needs
Looking at your wealth in the context of your whole family’s wealth can help make effective planning decisions.
Our wealth planners can help you do this either as a one-off exercise or as part of an ongoing review service.
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020 7600 1660
Specialist wealth advice
To help you plan your wealth our planners can help you focus on four specific areas of expertise:
- Retirement planning
- Wealth structuring
- Estate planning
- Protection for you and your family
What our clients say
The team provide great personal service, I value the advice and have always felt that they keep my best interests in mind.
Comprehensive wealth management
Ensuring your financial affairs are in order can be of great comfort when planning your family’s financial future.
Latest insights
Bond star Daniel Craig would rather give away his wealth to charity than to his daughters. Whatever your view, it is important to plan for it to ensure your wishes are fulfilled.
Mark Powell, head of Charities at JM Finn, discusses why such excitement surrounding inflation has arisen, and a possible outcome.
JM Finn hosted a virtual conference in May, bringing together some experts to share their insights.